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Shore Point Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Shore Point Advisors’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,255
Closed -$203K – 43
2022
Q1 		$203K Buy
5,255
+223
+4% +$8.98K 0.18% 34
2021
Q4 		$209K Buy
+5,032
New +$215K 0.17% 33

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Shore Point Advisors's SPEM Position: Q2 2022 in Review

Shore Point Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2022, closing a stake of 5,255 shares — an estimated $203K sold.

Shore Point Advisors first reported a position in SPEM in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 580 funds tracked by Wall St. Rank hold SPEM as of Q2 2022.

  • Shore Point Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Shore Point Advisors sold 5,255 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2022, an estimated $203K.
  • Shore Point Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Shore Point Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $209K in Q4 2021.
  • 580 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2022.

Based on Shore Point Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.